Wealth Planning & Client Relations Advisor (Equity Path)
$85k - $110kGemHarvest Executive Recruiting
GemHarvest Executive Recruiting is seeking a Servicing Advisor in San Antonio, Texas. This role involves delivering financial planning and investment guidance to high-net-worth clients, alongside a successful lead advisor. Candidates should have a strong background in wealth management, client relationships, and relevant licenses including Series 7 and 65 or 66. Attractive salary range of $85,000–$110,000 plus bonuses up to $15,000, with opportunities for long-term growth and potential leadership positions. #J-18808-Ljbffr
- ...enthusiasm for helping our clients, taking care of our employees... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...of cash and/or forfeitable equity, awarded in recognition of individual...Employment Equity
- ...Specialist The Client Specialist is a sophisticated wealth expert that focuses... ...engage with other advisors on client engagement... ...clients' wealth and planning needs. Your new... ...considerations, and other related areas A self-... ...and/or forfeitable equity, awarded in...Employment Equity
- ...enthusiasm for helping our clients, taking care of our employees... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...of cash and/or forfeitable equity, awarded in recognition of individual...Employment Equity
$65k - $80k
...proficient financial planning professional with expertise... ...and high-net-worth clients. This role blends... ...collaboratively with advisors, investment professionals... ...Business, Economics or a related field ~1–3 years of... ...in financial services, wealth management or a client...SuggestedWork at office$60k
...Wealth Specialist Victory Capital is a diversified... ...a broad range of clients, including... ...Education Savings Plan, and brokerage services... ...as a trusted advisor to both current and... ...bachelor's degree in related field Experience... ...based on internal equity, internal salary ranges...Employment EquityFlexible hours$60k
...including prospecting, client engagement, req qualification... ...cycle, with a clear path toward becoming an... ...candidates Perform sales related activities including,... ...to support territory planning and workforce strategy.... ...geographic location, internal equity, and other pertinent...Employment EquityHourly payFor contractorsInternship$76k - $125.3k
...Services EY EDGE Wealth and Asset Management... ...fund, private equity fund and mutual fund... ...tax minimization planning, on‑call advice, and... ...consulting work for clients. The objective is... ...and other tax related processes or tasks... ...status as a trusted advisor to maintain and further...Employment EquitySummer holidayWork at officeLocal areaFlexible hours$103.6k - $189.7k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...hedge fund, private equity fund and mutual... ...tax minimization planning, on-call advice, and... ..., tax returns and related reporting Support... ...as a trusted advisor to maintain and further...Employment EquitySummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...hedge fund, private equity fund and mutual... ...tax minimization planning, on-call advice, and... ...filings and other tax related processes or tasks... ...as a trusted advisor to maintain and further...Employment EquitySummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Services EY EDGE Wealth and Asset Management... ...fund, private equity fund and mutual fund... ...tax minimization planning, on‑call advice, and... ...consulting work for clients. The objective is... ...and other tax related processes or tasks... ...status as a trusted advisor to maintain and further...Employment EquitySummer holidayWork at officeLocal areaFlexible hours- A leading financial services firm is seeking a Private Client Advisor in San Antonio, Texas, to deliver personalized financial... .... Join a company that values diversity and offers comprehensive planning for clients at all wealth levels. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...leading financial services firm in San Antonio seeks a Private Client Advisor to offer personalized investment solutions. You will build... ...will have a valid Series 7 license and at least two years in a related role. Competitive compensation and a strong commitment to...
- Job responsibilities Support Advisors' book of business including... ...by building and maintaining client relationships through... ...assisting the Advisors with ongoing wealth planning for clients and referral... ...of cash and/or forfeitable equity, awarded in recognition of individual...Employment Equity
- ...Client Support Specialist To be eligible for consideration of... ...understanding of general financial planning concepts Proven customer... ...to include options, equities, mutual funds and fixed income... ...securities, investment and retirement-related financial activities and the...Employment EquityRemote job
- ...insights that inform workforce planning, pay decisions, and... ...maintenance of job architecture, career path frameworks, and job evaluation... ...review market pricing, internal equity, and benchmarking analyses to... ...ensure compliance with pay-related laws and regulations, maintaining...Employment Equity
$30k - $40k
Tomfladd seeks a Customer Relations Representative for the State Farm Agent Team in San Antonio, Texas. This role involves building relationships with customers, providing expert service, and educating them about insurance products. You will need excellent communication...- A leading financial services firm is seeking a Private Client Advisor in San Antonio, Texas. This role focuses on offering comprehensive financial planning and advice to a diverse range of clients. You will champion client relationships, cultivate business, and provide...
- ...and confidence to pursue the paths they choose —college, career,... ...our commitment to diversity, equity, inclusion, and antiracism in... ...teachers, and parents on issues related to speech and language development... ...• Strong organizational and planning skills • Possession of a passionate...Employment EquityFull timeWork at office
$50 - $60 per hour
...level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress... ...Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE...Employment EquityHourly payFull timeContract workPart timeWork experience placementRemote work- ...role serves as a critical advisor and is responsible for... ...economics, annual planning cycles, and budget management... ...insights, internal equity, and financial impact.... ..., leveling, and career paths across the organization... ...mitigate compensation‑related risks, including those...Employment EquityContract workTemporary workLocal area
- ...maintains project job files and spreadsheets Performs other related administrative duties as assigned by management Knowledge, Skills... ...skills Effective utilization of organizational planning, self-management, analytical problem-solving, time management,...Work at office
$112.7k - $193.2k
...enterprise strategy into actionable plans and measurable results.... ...execution through defined glide paths, provider-level expectations,... ...business and financial acumen related to value-based care Pay is based... ...and recognition programs, equity stock purchase and 401k contribution...Employment EquityMinimum wageFull timeWork experience placementLocal area- ...culture, and chart a sustainable path forward. The Executive... ...water protection, access, and equity, and be adept at building and... ...infrastructure, and leading strategic planning efforts. The ideal candidate... ...Bachelor's degree (a degree in a related field is a plus) and a passion...Employment Equity
- ...Customer Relations Representative - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...For contractors
$185.45k - $220k
...organization to external customers/clients. Exercises significant... ...or Bachelor's degree directly related previous work experience. ~... ...methods and processes to define, plan, cost, resource, track and ensure... ...in the form of bonuses and/or equity (applies to United States of...Employment EquityFull timeContract workTemporary workWork experience placementLocal areaRelocationFlexible hoursShift work$40k - $60k
...Responsive Recruiter As a Customer Relations Representative - State Farm Agent Team Member with Natalie Reyes - State Farm Agent,... ...services needs, including auto insurance, home insurance, life insurance, and retirement planning. Natalie Reyes - State Farm Agent- ...business class strategic planning, budgeting and plan... ...delivering CFS services to clients. Assist in the... ...maintaining positive client relations. Lead implementation of... ...the technical learning path development and mentoring... ...of employment equity. We are an affirmative...Employment EquityFull timeContract workWork at office
$95k - $115k
...team, you will be responsible for planning and implementing People & Culture related policies, programs, and practices... ...performance Support promotions, career path mapping and succession planning... ...time, and more. Diversity, Equity & Inclusion at David Yurman As...Employment EquitySummer work$147.3k - $231.3k
...role is responsible for account planning, tailoring solutions, and... ...products and services to align with client requirements. Leads and... ...administration, or any other related discipline or commensurate... ...in the form of bonuses and/or equity (applies to United States of...Employment EquityFull timeContract workTemporary workWork experience placementLocal areaRelocationFlexible hoursShift work- ...combines market growth, client service, and... ...position as a trusted advisor in the aerospace... ...client development plans and area strategy plans... ..., Business, or a related field required; advanced... ...recruiting, career path and professional... ...of employment equity. We are an affirmative...Employment EquityFull timeContract workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning & Client Relations Advisor (Equity Path). Be the first to apply!
- senior financial advisor San Antonio, TX
- financial planning assistant San Antonio, TX
- senior wealth advisor San Antonio, TX
- financial consultant San Antonio, TX
- financial advisor associate San Antonio, TX
- patient financial counselor San Antonio, TX
- financial planning associate San Antonio, TX
- jde finance consultant San Antonio, TX
- associate leveraged finance San Antonio, TX
- financial associate San Antonio, TX


